Granules - Accumulate!!

Granules India Limited is a fast growing pharmaceutical company with world-class facilities for APIs, PFIs and Finished Dosages, serving customers in over 60 countries. We are committed to excellence in manufacturing, quality and customer service. We are headquartered in Hyderabad with offices in the U.S., U.K., Colombia and China with manufacturing facilities in India and China.

Products: They have focused on a core portfolio. This specialisation enables us to offer an optimal blend of high quality products at competitive costs. They offer products across the value chain comprising APIs, PFIs and FDs.
Scale: They possess the largest PFI facility in the world with an industry-leading batch size of six tons and one of the largest single-site FD facilities in the world. They also have among the largest API capacities for the regulated markets for our respective products.
Quality: Their facilities cater to the demands of quality-conscious customers. Their facilities meet the requirements of some of the most stringent regulatory agencies in the world including the U.S. FDA, MHRA, EDQM, TGA and others.

I have recommended granules at 180 before split. The financials of the company is still looking very strong and it may turn multibagger from current levels as well. The result is awaited on 27 and hopefully, it is going to be another blockbuster. In my opinion, the stock is still undervalued with much more growth to be expected as from now onwards, the result of its acquisitions will also be included. Its subsidiaries had a break even and now will be showing more profits from this quarter. The future of the company is looking bright and stock can be purchased for long term. Please do your own research before investing.

Aarti Drugs

The Company  was formed in 1984 and has established a strong presence in the Anti-diarrhea, Anti-inflammatory therapeutic groups. With its manufacturing facilities at Tarapur and Sarigam, the Company manufactures Vitamins, Anti-arthritis, Anti-fungal, Antibiotics, ACE inhibitors, besides its range in , anti-diabetic, anti-cholinergic, sedatives and anti-depressant drugs.
The manufacturing-units of ADL are GMP certified. The Company is also in the process of acquiring an ISO 9002 compliance for all its units and one of the units has already been approved. The Company aims at becoming the first choice of this expanding market through better products, ensuring quality and timely delivery.



The company is able to deliver constant good results throughout. The QoQ and YoY results have been beating the previous numbers and creating new highs every time. The profits have increased by 35% over the year due to increase in their operating and net profit margins. With huge acquisition of the stock by promoters in recent times, it seems the next quarter results are going to be outstanding. The company has given hefty amount of dividends at regular intervals which indicates the quality of the management. The liquidity ratios are stable but the only concern is the high debt of the company which will be resolved by company as they are making strategies to reduce it. The P/E ratio is 12 and there is a lot of potential left if we compare it to company's P/E and the EPS is also very high. With CMP, it is looking good for a buy and one can enter at dips.